Five9 Inc
NASDAQ:FIVN

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Five9 Inc
NASDAQ:FIVN
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Price: 19.91 USD 0.86% Market Closed
Market Cap: 1.6B USD

Five9 Inc
Investor Relations

In the dynamic realm of cloud-based contact center solutions, Five9 Inc. stands as a pivotal player, revolutionizing how businesses engage with their customers. Since its founding in 2001, Five9 has crafted a niche by providing comprehensive software that empowers customer service teams to deliver exceptional experiences. The company's platform integrates seamlessly with a range of customer relationship management (CRM) systems, allowing for streamlined communication across multiple channels—be it voice, email, chat, or social media. By harnessing the power of artificial intelligence and analytics, Five9 enhances agent performance and customer satisfaction. Its cloud-native approach offers flexibility and scalability, ensuring that companies of all sizes can adapt to changing customer needs and workloads.

What truly sets Five9 apart is its commitment to innovation in optimizing customer interactions. The firm generates revenue primarily through a subscription model, providing businesses with access to its suite of services on a recurring basis. This model ensures a steady stream of income, enabling Five9 to continually invest in enhancing its technology and expanding its global reach. As more businesses recognize the importance of a robust customer engagement strategy, Five9 has positioned itself as a critical partner in the digital transformation journey, tapping into the growing demand for efficient, scalable contact center solutions. This approach not only cements its place in a competitive market but also drives its growth momentum, reaffirming its role as a leader in customer experience transformation.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 6, 2025
AI Summary
Q3 2025

Revenue Growth: Five9 reported Q3 revenue of $286 million, up 8% year-over-year, with subscription revenue growing 10%.

AI Momentum: Enterprise AI bookings grew more than 80% year-over-year, and enterprise AI revenue increased 41%, now making up 11% of enterprise subscription revenue.

Profitability: Adjusted EBITDA rose 37% year-over-year to a record 25% margin, and free cash flow reached a record $38 million, up 84% year-over-year.

Share Repurchase: Five9 announced its inaugural $150 million share repurchase program, reflecting confidence in long-term growth.

Guidance: Q4 revenue guidance midpoint is $297.7 million, and full-year 2025 revenue guidance remains $1.1465 billion. Full-year 2025 adjusted EBITDA margin guidance was raised to 23%.

2026 Outlook: Management expects double-digit revenue growth to return in the second half of 2026, with anticipated revenue of $1.254 billion, EPS above $3.14 per share, and free cash flow around $175 million.

Commercial Headwinds: Commercial revenue declined in the teens year-over-year, more than anticipated, due to underallocated demand generation and sales rep promotions but is expected to normalize.

Competitive Landscape: Management sees strong enterprise demand, limited pricing pressure, and continued wins against AI point solutions, benefiting from its unified end-to-end platform.

Key Financials
Revenue
$286 million
Subscription Revenue
81% of total revenue
Enterprise AI Revenue
11% of enterprise subscription revenue
Adjusted EBITDA
25% margin
Free Cash Flow
$38 million (13% of revenue)
Operating Cash Flow
$59 million (21% of revenue)
EPS
$0.21 per diluted share
Non-GAAP EPS
$0.78 per diluted share
LTM Dollar-Based Retention Rate
107%
Revenue per Employee
up 12% year-over-year
Earnings Call Recording
Other Earnings Calls

Management

Mr. Michael Burkland M.B.A.
CEO & Chairman
No Bio Available
Mr. Barry Zwarenstein
Chief Financial Officer
No Bio Available
Mr. Andy Dignan
Chief Operating Officer
No Bio Available
Mr. Daniel P. Burkland
EVP of Go-to-Market Strategy
No Bio Available
Mr. Panos Kozanian
Executive Vice President of Product Engineering
No Bio Available
Ms. Leena Mansharamani
Chief Accounting Officer & Corporate Controller
No Bio Available
Ms. Niki Hall
Chief Marketing Officer
No Bio Available
Ms. Tricia Yankovich
Chief People Officer
No Bio Available
Mr. James B. Doran
Executive Vice President of Strategy & Operations
No Bio Available
Mr. Callan Schebella
Executive Vice President of Product Management
No Bio Available

Contacts

Address
CALIFORNIA
San Ramon
3001 Bishop Drive, Suite 350
Contacts
+19252012000.0
www.five9.com